Joseph & Terri Gugenheim Charitable
Joseph & Terri Gugenheim Charitable is a private foundation, based in Houston, TX. IRS filing data is available from 2019 through 2025. In 2025, it awarded 1 grant totaling $8.1M. Net investment income was $143K.
Joseph & Terri Gugenheim Charitable at a glance
In short: Joseph & Terri Gugenheim Charitable gave $8.1M across 1 grant in 2025 (avg $8.1M), mostly in Rhode Island. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $8,132,545
- +1859.6% vs 2024
- Grants made (2025)
- 1
- -83.3% vs 2024
- Average grant
- $8,132,545
- +11657.9% vs 2024
- Median grant
- $8,132,545
- Primary geography
- Rhode Island (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joseph & Terri Gugenheim Charitable funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Vanguard Charitable Endowment Program ($8.1M).
Grant Size Distribution
22 grants across all recorded years
The most common grant size was in the $50–100K range: 10 grants of 22 (45%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Joseph & Terri Gugenheim Charitable gives
- Giving grew 1649% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $230K (2023) to $8.1M (2025). In 2025 it made 1 grant totaling $8.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Vanguard Charitable Endowment Program Warwick, RI | Program Support for Donor Advised Fund | $8,132,545 |
Ready to take the next step with Joseph & Terri Gugenheim Charitable?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $149,799 | $8,142,258 | $8,132,545 | 1 | $8,135,889 | $143,430 | $267,997 |
| 2024 | $6,570,230 | $576,677 | $433,020 | $415,000 | 6 | $417,725 | $557,923 | $367,418 |
| 2023 | $6,434,940 | $318,662 | $243,675 | $230,000 | 5 | $231,870 | $307,160 | $336,155 |
| 2022 | $6,374,083 | $276,122 | $487,339 | $465,000 | 5 | $468,742 | $266,025 | $358,588 |
| 2021 | $6,557,775 | $506,658 | $537,611 | $520,000 | 5 | $523,165 | $495,212 | $394,949 |
| 2020 | $6,582,495 | $321,323 | $498,053 | $481,000 | 4 | — | $307,798 | $346,447 |
| 2019 | $6,776,228 | $340,940 | $482,699 | $463,000 | 4 | — | $312,906 | $374,188 |
Under IRS private-foundation payout rules, Joseph & Terri Gugenheim Charitable reported a distributable amount of $268K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joseph & Terri Gugenheim Charitable is led by Joseph J. Gugenheim, Director & President on every filing since 2019; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joseph J. Gugenheim
Director & President
On filings since 2019
1 hr/week
No compensation reported
Estela P. Contreras
Director
On filings since 2019
1 hr/week
No compensation reported
Robert C. Daly
Director & Treasurer
On filings since 2019
1 hr/week
No compensation reported
Terri B. Gugenheim
Director & Secretary
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Joseph & Terri Gugenheim Charitable
How much does Joseph & Terri Gugenheim Charitable give each year?
Joseph & Terri Gugenheim Charitable gave $8.1M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $415K across 6 grants.
Where does Joseph & Terri Gugenheim Charitable operate?
Joseph & Terri Gugenheim Charitable has awarded grants in Illinois, Rhode Island, Texas.
How much is Joseph & Terri Gugenheim Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Joseph & Terri Gugenheim Charitable reported a distributable amount of $268K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph & Terri Gugenheim Charitable's EIN?
Joseph & Terri Gugenheim Charitable's EIN (Employer Identification Number) is 46-5290034. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 10, 2026)
- IRS filings on file for fiscal years 2019–2024
Other open foundation grants in Texas
Texas Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Joseph & Terri Gugenheim Charitable's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Castex Foundation
Houston, TX
Assets
$7.9M
Grants
3
Total Given
$354K
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
Brooklyn Community Foundation
Brooklyn, NY
Brooklyn Org funds nonprofits working to advance racial justice and address poverty, inequality, and community needs, with a priority on BIPOC-led organizations in low-income Brooklyn communities. Its 2024 grants ranged from $20,000 to $100,000, with a median of $45,000; it focuses primarily on Brooklyn. Its General Operating Support program accepts applications at any time, though selected organizations are invited to submit a full proposal.
Assets
$142.0M
Grants
93
Total Given
$4.7M
Dovetail Impact Foundation
Houston, TX
Dovetail Impact Foundation funds poverty alleviation through education, health, justice, and livelihoods, supporting organizations in the Houston area, Africa, India, and Southeast Asia. In 2024, grants ranged from $500 to $600,000, with a median of $30,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$172.6M
Grants
100
Total Given
$13.7M
Cheniere Foundation
Houston, TX
The Cheniere Foundation supports scholarships, education and workforce development, community development, environmental projects, public access, and emergency services, primarily in Texas and Louisiana. In 2024, grants ranged from $654 to $180,000, with a median of $15,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$86K
Grants
119
Total Given
$3.0M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Joseph & Terri Gugenheim Charitable's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Joseph & Terri Gugenheim Charitable down — hundreds of funders to go?